Onboarding Overview
Your First 30 Days
Most firms make you guess what onboarding feels like. We don't. Here's the exact 30-day roadmap — from your first call to your first clean monthly close — so you know precisely what happens and when.
1
Week 1 · Days 1–7
Discovery & Alignment
- Free Financial Alignment Call to confirm fit, scope, and tier
- Signed engagement letter with documented scope, deliverables, and fee
- Secure document request: statements, chart of accounts, payroll summaries, entity structure
- Read-only access to your accounting platform, banking, and document storage
2
Week 2 · Days 8–14
Diagnostic Review
- Review of chart of accounts, prior reconciliations, and open items
- Classification consistency check across the last 12 months
- Kickoff call with you and your CPA (if applicable) to align on hand-offs
- A named human owner assigned to your account
3
Week 3 · Days 15–23
Foundation Build
- Chart of accounts cleanup or rebuild for the reporting view you actually need
- Bank, credit card, and loan accounts reconciled current through last completed month
- Documented monthly close calendar with day-by-day deliverables
- Reporting package template designed (P&L, balance sheet, cash flow)
4
Week 4 · Days 24–30
First Close & Cadence
- First clean monthly close delivered with senior review
- Standing monthly review meeting placed on the calendar with a structured agenda
- Roles defined in writing: bookkeeper, controller, and CFO responsibilities
- A clear 90-day roadmap for what comes next — no surprise scope creep
Ready to start the clock?
The Financial Alignment Call is free, structured, and ends with a clear recommendation — even if that's "stay where you are."